Appulate release 12/28/17
Signing multiple forms
We have fine-tuned the preliminary steps of the request to bind process: now you can have your agents sign more than one form. Your company defines ...
Signing multiple forms
We have fine-tuned the preliminary steps of the request to bind process: now you can have your agents sign more than one form. Your company defines ...
Changes in Appulate statuses
We have updated the system of Appulate statuses introduced earlier and added two new Record statuses: “Quote Prepared” and “Quote Released”.
The users of a market ...
Finance Monthly Magazine Awards Jeffrey Harris 2018 Entrepreneur Of The Year
Westlake Village, CA – December 19, 2017 Appulate, Inc., “Connecting The World Of Insurance” is excited to announce ...
Mark-all-No function
The “Mark-all-No” function, which many Appulate users find useful, is now represented as a button.
When you or your partners are filling out a questionnaire on the Q&A ...
Upload via Appulate Now Available
Houston, TX – December 11, 2017 Myron Steves is excited to announce that it is now offering automated upload capabilities for agents through a relationship with Appulate. ...
Business types vs. NAICS codes
Depending on your company’s internal settings, you and the other users of your company can identify an insured company’s activities not only by business type, as it ...
Another way to add an insured
To make the interface of Appulate more user-friendly, we have added the ability to add a new prospect or customer on the New/Unassigned page using the new ...
Done column removed from questionnaires
We continue polishing the interface of questionnaires to make your work even more comfortable. This time we have removed the Done column that ...
Commission Tracking Features For Carriers, MGAs and Agents Now Available In Appulate
Westlake Village, CA – November 1, 2017, Appulate, Inc., “Connecting The World Of Insurance” is excited to announce ...
Required question indicators on questionnaire
When you are filling out the questionnaire on the Q&A tab or when your partner or customer is filling out the questionnaire you have ...
80% Of All Independent Retail Agencies Now Submitting Through Appulate
Westlake Village, CA – October 25, 2017 Appulate, Inc., “Connecting The World Of Insurance” is excited to announce that its ...
Commission: a new tab on the Policy page
We have introduced a new tab on the Policy page: Commission. This tab allows you to keep track of the commissions, fees, and your proceeds from binding ...
Appulate help
Appulate help is now available on the main menu.
If you are looking for any information on how to use our products or you need a consultation with our support specialist, please click Help ...
Required documents for Agency Appointment
We continue improving the Agency Appointment functionality, whose ...
Agents Can Now Upload ACORD Data Directly From Their Agency Management System
Hunt Valley, MD – September 7, 2017 All Risks, Ltd., the nation’s largest independent insurance wholesale broker, has ...
MGA To Offer Two Carrier Programs To Appulate Agent Network
Horsham, PA – September 14, 2017 Hull & Company, Inc. is excited to announce that has expanded its professional liability programs in ...
MGA To Automate Program And Offer To Appulate Agent Network
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The new “Appulate Market Directory” page allows you to search for markets by insurance line. It can be opened from the MGAConnect ...
We are introducing a new opportunity for markets to conduct their email marketing campaigns using appropriate Appulate mail services. Being a market’s advertising or PR specialist, you can employ ...
We have redesigned the toolbar above questionnaires on the Q&A tab and in the Q&A editor of the Forms tab, so that the UI elements are organized in a more comfortable and predictable way.
The ...